Paul Leonard Charles Kelly – Financial Adviser
Adviser identifying number: 238907
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: FUTURO FINANCIAL SERVICES PTY LTD
Licence number: 238478
Licensee’s ABN: 30085870015
Licence controlled by: HIGHFIELD GROUP PTY LTD
The date the Financial Adviser commenced the appointment: 21/11/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FUTURO FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 238478
Authorised Representative’s ABN: 30085870015
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Certificate IV in Finance and Mortgage Broking – Kaplan
- Margin Lending and Geared Investments – Kaplan
- PS 146 – FPA
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Paul Leonard Charles Kelly is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation / A person’s existing holding in a superannuation product
- Margin Lending Facility / Standard Margin Lending Facility
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services